Corporate Contact Management for the Entrepreneur who uses Outlook

ContacTree Personal was designed for the 'one-man band' user of MS Outlook wanting something more capable in the way of a Business Contact Manager (BCM), and who might want to grow into a network user. If you use Outlook, there's next to nothing new to learn to use - in fact it's easier than your original Outlook! Easy as 1-2-3

Now you can start to turn your Business Contacts into Relationships

The unique selling proposition of ContacTree is that it uses Org Charts to automatically display the relationships within your Outlook data-sets. Each contact record is provided with a 'Parent' Manager field for you to complete, which allows any hierarchic structure to be automatically reconstructed. Now you can see instantly who you know, and perhaps more importantly, who you need to know!

Use our unique Axelerator™ to save hours of wasteful data-input time

We provided ContacTree with Axelerator™ to reduce from minutes to seconds the time it takes you to create or, more especially, to maintain a record. Enter just one line of data into ContacTree's unique Axelerator™ to create in Outlook three distinct but linked 'Contact', 'Organisation' and 'Location' records.

Now if an organisation moves, you only have to change one record to change the addresses of all its people. The same if only one branch location changes. No other Business Contact Manager allows you to define these three separate addresses for on individual and his company. Now you can start a group of records with incomplete information, knowing that you can update them easily only as you need to.

Ghost Records

Often you want to keep a history of your Contacts and where they used to work. You can't do that with Outlook, but you can with ContacTree. You can also see who used to have your Contact's job, or where he used to work, and use it to keep a running CV (resumé) for him. You can also make ghost reocrds if an Organization changes its name.

Get the power of ContacTree's suite of Forms (Prospector Version)

We provide you with templates for key multi-contact activities, such as writing visit reports or meeting minutes, and for capturing contacts and opportunities at Trade Shows. These forms automatically help you to create, in seconds, the records of the people you meet, leaving you free to concentrate on developing the relationship face-to-face.

Opportunity Value spreadsheet (Prospector Version)

Now, if you meet someone who might buy something from you, you can also create an 'Opportunity' record. If you have a number of these, perhaps from a Trade show, you can also generate a live Opportunity Value summary spreadsheet for tracking your sales potential and to feed into your CRM and your Financial Planning packages.

Use ContacTree as your introduction to CRM

You may not need a CRM package today, but when you do, ContacTree will still fit right in there. You will find that it is all compatible with Outlook 2003 and BCM, as well as Microsoft CRM or any other Outlook-based system.

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What people say:

“We chose ContacTree™ with its highly visual approach to the display and search of multi-lingual contact data so that staff do not need to remember details of unfamiliar (and sometimes garbled) Spanish compound names, but can readily track individuals down using ContacTree’s Org Charts”. Mark Steele, European Power Systems

“I work with new clients in new market sectors all the time, and ContacTree is ideal for me because it is so quick to enter new contact data. ContacTree’s unique charting capability enables me to visualize companies and complete clusters and to navigate my way around in a highly intuitive manner” David Davidson, MD Darnay Ltd

“ContacTree gave us exactly what we wanted; we’ve really only just scratched the surface, but with the level of visibility and control that we now have over staffing structures we can see that we are going to be able to be more efficient and cost effective in our operations”. Drew Keavey, Derby College

"This exciting new development by ContacTree opens up a whole new market for OrgPlus charting" Geoff Bayliss, Human Concepts

"ContacTree helps me to decide who in my client company I really need to talk to" Simon Lea, Commercial Director, ChangeDirector UK Ltd.

"What a really neat piece of software; so informative, and so easy to use" Mark Anstey, President, DataStream Content Services LLC

“Cool, I play with it” A Developer, Microsoft